Weichert, Realtors · 1 week ago
Mortgage Advisor-CGS
Cherry Hill, NJ
Full-time
Hybrid
Mid Level
$42K/yr - $42K/yr
3+ years expWeichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales. The MA-CGS is responsible for originating residential mortgage loans generated by the Company and engaging customers through various sales strategies and tools.
Property ManagementReal EstateResidential
Responsibilities
Develops relationships with open house prospects or prospects supplied through the WR QR Code Open House App. Responsible for timely engagement and follow-up in accordance with WFS’ Open House Guidelines
Builds relationships with WLN’s Director of Sales and WLN’s Lead Specialist to convert prospect leads generated by WLN Lead Specialists
Responsible for making a heavy volume of outbound prospecting and fulfillment calls in order to meet and exceed monthly production goals as assigned. Calls include interviewing potential customers to determine qualifications for pre-approval, purchase, and refinance loans
Prepares weekly/daily calendar of pre-planned activities designed to support sales, customer engagement and administrative work time. Adheres to staffing and scheduling times to ensure customer inquiries are meeting service level expectations
Conducts needs analyses with prospects to determine the appropriate mortgage finance, home equity and refinance opportunities
Educates the prospect on the best product option alternatives to achieve their goals and minimize credit risks
Performs all steps and functions necessary to acquire, research/analyze, and approve mortgage packages to include property appraisals, credit reports, background checks, etc
Submits complete and accurate mortgage loan packages that provide all the information needed to make an underwriting decision
Collaborates with Processing and Underwriting personnel to ensure efficient and compliant loan fulfillment and closing experiences
Fields customer complaints and provides problem resolution
Updates customer status on a regular basis
Meets and maintains all mortgage loan origination licensing requirements including continuing education requirements
Promotes team atmosphere with representatives from other Weichert Family of Company partners. Stays up to date on availability of all products and provides customers with contact information of the appropriate Weichert product representative
Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines
Develops and maintains strong relationships with Weichert Realtors Sales Associates for the purpose of recommending and selling mortgage products which meet the qualified Open House Visitor customer’s needs
Responsible for meeting daily, weekly and monthly sales performance objectives, service levels and KPI’s set by Management for productivity and QA
Performs other duties as assigned
Qualification
Required
High school diploma or GED
Individual state loan originator license(s) required for specific states as required by the Company or in which employee engages in any mortgage loan origination activity
Must meet and maintain all mortgage loan origination licensing requirements including continuing education requirements
Ability to determine appropriate interest rate quote to customers and to determine maximum qualification amounts based on investor guidelines
Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis
Clear understanding of pipeline management responsibilities
Strong organizational skills and disciplines with the ability to work independently
Good problem-solving skills are essential
Excellent communication skills, clear and concise when engage customers
Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products
Ability to conduct presentations and hold one-on-one meetings
Demonstrated ability to multitask in a fast-paced environment
Detail oriented with careful decision-making abilities
Strong customer service skills
Good math skills including addition, subtraction, multiplication, division, percentages, and fractions
Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
Preferred
At least three (3) to four (4) years of retail mortgage loan origination or mortgage operations experience preferred
Experience in navigating CRM systems and data input
Prior Inside seller / Contact center experience a plus
Familiarity with an inside selling environment and relevant service levels
Ability to set goals and divide processes into timelines
Benefits
Medical, dental, and vision insurance
Life and disability coverage
401(k) retirement savings
Paid Time Off (PTO)
Flexible Spending Accounts (FSA)
And much more
Company
Weichert, Realtors
Since 1969, Weichert Realtors has grown from a single office into one of the nation's leading providers of real estate and related services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Fred Kijak Ph.D
CEO
Jim Walsh
CEO/ Broker
Recent News
2022-12-02
Company data provided by crunchbase